Genmab A/S Sponsored ADR (GMAB)
Genmab A/S (GMAB) Q2 2026 Earnings Call Transcript
Genmab A/S (GMAB) Q2 2026 Earnings Call Transcript
Genmab A/S Q2 Earnings Call Highlights
Genmab A/S NASDAQ: GMAB reported first-half 2026 revenue growth of 25% year over year and raised its full-year financial outlook, citing continued momentum from DARZALEX, EPKINLY and the broader portfolio. The company also outlined upcoming late-stage trial readouts and announced two new Phase III studies of petosemtamab in colorectal cancer.
Genmab's H1 Preview: Darzalex Beats The Sales Outlook
Genmab's buy rating with a $36 12-month target implies roughly 25% upside from the $28.74 reference price. DARZALEX H1 sales reached $8.17B, already exceeding half of Genmab's $16.0B full-year assumption. Holding Q2 sales flat through H2 would produce $16.59B, above the $16.4B high end of guidance.
Genmab: Multiple Late-Stage Readouts Ahead
Genmab has underperformed so far this year despite strong commercial performance and largely positive pipeline news flow. Strong Q2 royalty product sales (Darzalex +18% Y/Y, Tecvayli +57% Y/Y) support expectations for a revenue beat and upward guidance revision. The company expects to report topline results from up to five late-stage trials of Epkinly, petosemtamab, and Rina-S.
Genmab Shares Climb After Lymphoma Therapy Hits Goal in Trial
The Danish biotechnology company and partner AbbVie said a drug combination to treat lymphoma met the primary goal in a late-stage clinical trial.
Genmab A/S (GMAB) Q1 2026 Earnings Call Transcript
Genmab A/S (GMAB) Q1 2026 Earnings Call Transcript
Genmab: Multiple Binaries Could Alter The Thesis
Genmab faces a pivotal transition as DARZALEX royalties end by 2029–2032, but multiple late-stage oncology catalysts could redefine its growth trajectory. Upcoming registrational readouts for EPKINLY, Rina-S, and petosemtamab in 2026–2027 could drive multi-billion-dollar peak sales and diversify GMAB's revenue base. GMAB trades at a discounted 4x 2026 and 2.5x 2030 forward price-to-sales, despite strong double-digit revenue and EPS growth projections post-OpEx ramp.
Alliancebernstein L.P. Has $335.96 Million Stock Holdings in Genmab A/S Sponsored ADR $GMAB
Alliancebernstein L.P. boosted its holdings in shares of Genmab A/S Sponsored ADR (NASDAQ: GMAB) by 2.7% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 10,953,913 shares of the company's stock after acquiring an additional 291,538 shares during the quarter. Alliancebernstein
Genmab A/S (GMAB) Presents at Barclays 28th Annual Global Healthcare Conference Transcript
Genmab A/S (GMAB) Presents at Barclays 28th Annual Global Healthcare Conference Transcript
Is the Options Market Predicting a Spike in Genmab Stock?
Investors need to pay close attention to GMAB stock based on the movements in the options market lately.
Genmab A/S (GMAB) Presents at 44th Annual J.P. Morgan Healthcare Conference Transcript
Genmab A/S (GMAB) Presents at 44th Annual J.P. Morgan Healthcare Conference Transcript
Genmab: AI Partnership And Clinical Data Fuel Growth
Genmab is transitioning from a royalty-driven licensor to an innovation powerhouse with a robust, proprietary pipeline. GMAB delivered 21% revenue growth and 52% operating profit growth, supported by $3.4B in cash and strong operating leverage. Epkinly and Rina-S, with positive clinical data and full or majority ownership, underpin GMAB's multi-billion dollar peak sales potential.
